Established a part time administrative and book keeping service for small businesses; focus on implementing best practice accounting systems for small businesses, creating letterheads and templates for correspondence and marketing event planning as needed. • Conversion of hard copy record keeping to QuickBooks for Small Business and supporting proprietors in maintaining accounting records in new system through account reconciliations and invoices. • Coordinate travel arrangements… Show more Established a part time administrative and book keeping service for small businesses; focus on implementing best practice accounting systems for small businesses, creating letterheads and templates for correspondence and marketing event planning as needed. • Conversion of hard copy record keeping to QuickBooks for Small Business and supporting proprietors in maintaining accounting records in new system through account reconciliations and invoices. • Coordinate travel arrangements, speaking engagements, and logistics for marketing events. • Event planning for a wide range of events including hall rental contracts/negotiations, fundraiser ticket sales, menu planning, guest services, booking entertainment, etc. • Create monthly/annual business calendars to support business plans and growth from a systematic implantation of practices, financial reporting and marketing. Show less

• Produce weekly/monthly P&L Statement for all 43 branches. • Oversee & Manage monthly expense transactions of $700k by coding all invoices, accurate data entry, and executing accounts payable/receivable and cash deposits. • Support comptroller with account reconciliation, payment research, vendor management, expense reporting.

Project team leader responsible for ensuring accurate data transfer from one system of record to another as a result of a merger acquisition by Freedom Mortgage. 99% success rate in data transfer achieved by establishing rigorous QA stops designed to verify and analyze data for a holistic view of transfer progress. • Merged all fixed assets from two subsidiary acquisitions to singular system of record to expedite the merger process and support establish business objectives. • Posted… Show more Project team leader responsible for ensuring accurate data transfer from one system of record to another as a result of a merger acquisition by Freedom Mortgage. 99% success rate in data transfer achieved by establishing rigorous QA stops designed to verify and analyze data for a holistic view of transfer progress. • Merged all fixed assets from two subsidiary acquisitions to singular system of record to expedite the merger process and support establish business objectives. • Posted daily cash activity into general ledger and performed monthly reconciliation on various cash accounts.• Performed depreciation calculations of fixed asset accounts for monthly entry, analysis and investor reporting per SLAs. • Performed audits on all expense reports and coordinated processing of payment with payroll. Show less

Served as accounting assistant to controller focused on executing financial reporting and preparing monthly management reporting summaries, overtime becoming senior leader point of contact/back up for customer service matters. Received outstanding rating in back up capacity two years in a row. • Coordinate and process all monthly accounts payable transactions to insurance carriers. • Analyze, report and resolve invoice issues from multiple carriers through research and creation of… Show more Served as accounting assistant to controller focused on executing financial reporting and preparing monthly management reporting summaries, overtime becoming senior leader point of contact/back up for customer service matters. Received outstanding rating in back up capacity two years in a row. • Coordinate and process all monthly accounts payable transactions to insurance carriers. • Analyze, report and resolve invoice issues from multiple carriers through research and creation of action plans for A/P aged items. • Prepare new, renewal, and loss reports for employee benefits profit center review for a comparative analysis to monthly, quarterly and annual sales reports. Generate revenue and sales reports on a regional/departmental level monthly and distributed to Executive Management team & branch officers.• Execute research projects as outcomes of comparative analysis and summarize findings for Executive Management team meetings. • Branch Acquisition liaison – to reconcile prospective branches’ financials (payables, receivables, etc.) to prepare them to be imported and integrated into main companies’ system. Acted as a support and resource for several months to ensure transition was a smooth one. Show less